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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,716 | $239,571+43.1% | $183,328+86.9% | $137,256+149.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.95% | 35.69%-20.7pp | 29.67%-14.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $15,246 | $6,148+148.0% | $5,055+201.6% | $4,156+266.8% |
| Participant deferral / active EE | $107,500 | $7,995+1244.6% | $6,795+1482.0% | $6,407+1577.9% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |